Empowering professionals, families, and businesses to move toward financial success, as you define it.
Jon joined The Bulfinch Group in June 2021. He comes to Bulfinch after spending more than a decade as a senior investment analyst and Managing Director for a Boston-based hedge fund. Jon also spent several years in the academic arena at Harvard Business School with a focus on business valuation and has served as an investment consultant to hedge funds and family offices.
In 2016, Jon lost his beloved stepfather unexpectedly. During the course of this experience, he learned of the outsized impact his father had on the lives of those he worked with, which deeply resonated with him. This led to the decision to shift his focus away from serving institutional clients and toward making real, significant, and lasting contributions to the lives of individuals.
Jon's mission is to build long-term relationships with clients, and help educate and empower them to achieve confidence, clarity and balance when navigating their finances and making decisions about their future.
Jon was born in Boston and grew up in Weston, MA. He graduated first in his class from the University of Rhode Island, with a B.S. in Business Administration. In addition to earning his CERTIFIED FINANCIAL PLANNER™ designation, Jon earned an MBA in Finance and Marketing at the University of Chicago Booth School of Business. Jon is also a graduate of Boston University's Financial Planning program.
Jon and his significant other Beth reside in Wayland with their rescue dog Sophia. When Jon is not working, you will find him supporting the local musician community, and volunteering for the Special Olympics' summer games or on the slopes as a ski coach. Jon and Beth enjoy the great outdoors — whether it is hiking, boating, fishing, scuba diving, or skiing — and will be sure to take some amazing photos while doing so. Jon and Beth also love to host gatherings at their home, entertaining friends and family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. FL Insurance license #W824107; CA Insurance license #4189329.